Read how an insurance provider reduced not just laborious tasks for underwriters, but also shortened the sales cycle with one digital investment.

Drowning under a large amount of manual and repetitive work, the sales team of this insurance provider spent most of its time on non-revenue-generating tasks. A modest investment in digital strategy proved to be a silver bullet for this business problem. Learn how this company.
The company operated within the insurance sector, which meant the heavy documentation process was a routine and consumed a lot of time and efforts of the teams.
Without digitization and workflow management, they struggled to get a full view of their time-consuming processes; even lead tracking was becoming a challenge. All these factors began to have a significant impact on their revenue.

Our Story

The client team handled the complex sales and underwriting operations manually where turnaround time was considerably high. Quote calculation, application form-filling, and document collection was very time-consuming and hectic work which the sales team has to do manually, directly impacting the productivity of sales time. But with Fulcrum Digital’s intervention, the scenarios changed in cutting down the turnaround time.

Workflow Automation

Fulcrum Digital developed a mobile app that enabled workflow automation that lead to a major reduction of time spent on manual processes. This freed up a lot of bandwidth for the sales reps who could now spend more time engaging leads and closing deals.

User Management

The solution also offered user management. Based on the roles, the IT Admin is able to offer access to different modules to perform respective activities.
Digitizing-Insurance-Sales-Process-fulcrum-digital

Results

The Fulcrum Digital solutions helped the insurance provider with user management, workflow automation, payments, applications tracker, reusable services, payment reconciliation, and more.
What steps did this team take to accelerate the sales cycle?
Learn what went into the making of this platform and how Fulcrum Digital can do the same for you by downloading this case study.
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